Services

A Better Place to Plan & Invest

We understand that life is about so much more than money. As such, we work with clients to develop a plan that balances their goals and lifestyle with their needs and responsibilities.

Learn how patience can lead to a bigger prize. Are you a one or two marshmallow client?

Our Planning Approach

Our Planning Services

Our Products

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LIFE AND HEALTH INSURANCE PRODUCTS ARE PROVIDED BY LIMESTONE FINANCIAL INC. AND MAY BE PROVIDED BY STANDARD LIFE, MANULIFE INSURANCE, DESJARDINS INSURANCE, GREAT WEST LIFE, CANADA LIFE. LIFE AND HEALTH INSURANCE PRODUCTS AND SERVICES ARE NOT AVAILABLE THROUGH DESJARDINS FINANCIAL SECURITY INVESTMENTS INC. (DFS INVESTMENTS) NOR ARE THE INSURANCE PLANS OR SERVICES AVAILABLE AND/OR OFFERED SUPERVISED OR REVIEWED BY DFS INVESTMENTS. DESJARDINS FINANCIAL SECURITY INVESTMENTS INC. (DFSI) IS NOT PROVIDING THE FINANCIAL PLANNING SERVICE AND WILL NOT BE SUPERVISING THIS ACTIVITY. YOU SHOULD NOT RELY ON DFSI FOR REVIEW OF THE PLAN. DFSI IS NEITHER CHARGING NOR BEING PAID ANY FEES FOR THIS SERVICE AND WILL NOT BE LIABLE FOR ANY ERRORS OR OMISSIONS. THIS FINANCIAL PLANNING SERVICE IS DONE SOLELY THROUGH LIMESTONE FINANCIAL PROVIDING THE SERVICE.